DC Institute 2024 - Chicago | Institutional Investor | 16 April 2024 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

As we leave a tumultuous year behind, another one begins in full force. While we in the retirement industry cannot fully control the larger-than-life powers that affect everything from macroeconomics to new legislations, we can help prepare plan sponsors and participants across the country to nimbly and strategically navigate the squalls and turbulences that await.

2024 is no doubt shaping up to be a particularly gripping year with another pivotal election coming and the lingering impacts of the past few years’ economic and societal upheavals fully bearing fruit. The retirement industry has certainly not escaped these upheavals. We’ve seen, on the positive end of things, the continued blossoming of new ideas in retirement income, personalization, and holistic wellness. On the other end of the spectrum, plan sponsors and participants have also endured tumult in inflation, interest rates, general market outlook, and news cycles alternating between variants of the term “quiet quitting”. More upheavals are inevitably waiting in the wings – but opportunities also abound alongside tools that can harvest them.

Join us at the forum to separate the signal from the noise as we gear up for and tap the disruptions and innovations in this industry in the years ahead.

2024 Speakers

Bernie Knobbe
Chair, Senior Vice President, Global Benefits and Wellbeing, AECOM

Jaime Erickson
Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Liz Kindseth
Director, Retirement Benefits, Allied Universal

Paul Visconti
Director, Retirement Programs & Investments, Avangrid

Matt Adamson
Head of Benefits, Americas, Bloomberg

Demi Hannon
Director, Global Financial Benefits and Wellbeing, Boeing

Paula Stafford
Finance Director, Global Defined Contribution, Dow Chemical Company

Vicky Erwin
Senior Investment Director, Pensions and benefits, Eli Lilly & Co.

Chip Weule
Chief Benefits Officer, Fire and Police Pension Association of Colorado

Kyle Cotrufello
Benefits Program Manager, US Benefits, Google

Roger Paschke
Chief Investment Officer, Hearst Corporation

Lilian Mei
Director of Investment Research & Analysis, Hearst Corporation

Diana Winalski
Deputy Chief Investment Officer, International Paper Company

Beth Pattillo
Director, Retirement Programs, Leidos

Shafer Smith
Portfolio Manager, Public Equities, Lockheed Martin

Debra Roberts
Former Chief Financial Officer, Maryland Supplemental Retirement Plans

Margaret Daun
Milwaukee County Corporation Counsel, Milwaukee County Employees’ Retirement System

Dan Salemi
Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius LLP

Steve McCaffrey
Senior Counsel, National Grid USA

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex

Rob Boehmer
Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program

Mark Harder
Benefits Analyst, Komatsu America Corporation

Sue Rutherford
Retirement Plans Manager, Northwestern University

John Sitilides
Geopolitical Strategist, Trilogy Advisors LLC and Senior Fellow for National Security, Foreign Policy Research Institute

Andrew Stumacher
Managing Director – Custom Defined Contribution Solutions, AllianceBernstein

Daniel Yem
Head of Retirement Income, J.P. Morgan Asset Management

Joshua Hsu
Associate Partner, McKinsey & Company

Deb Boyden
Head of US Defined Contribution, Schroders

Duke Alden
BISO, Vice President - Client & Customer Security, Alight Solutions

Brian Murphy
SVP, Workplace Consulting, Fidelity

Josh Jessup
GM Global Retirement and Financial Wellness, Delta Air Lines